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New investors are disappointed, but not yet concernedHyderabad Retail Advisors Round Table, Hyderabad

When onboarding new clients, it is important to set realistic expectations upfront. Ask them about their return expectations and at what loss level, will they be most concerned.

Inform clients that markets can be volatile. If new investors have any need for that capital within 5 years, discourage them from participating in equity and instead encourage them towards debt.

There is some maturity in the market and they are not withdrawing during down cycles. They are more financially educated and are seeing volatility as interim.

More new investors are entering market based on past returns, so a steady hand of advisor is must.

Volatility can be reduced in the portfolio through asset allocation, diversification, rebalancing and systematic exit.

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Comments Posted

MiteshARN NO :ARN-128126Mumbai, 04 Aug 2018

Hello Everyone,
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Thanks